Manage Note Detail Choices (Picklist)
Therapist Notes: Accessing the Picklist
1. Select the pen/paper icon on a note within the Details tab to access the picklist
2. The Picklist interface will appear
Once in the Picklist
A. Click on "New Option" for a shortcut to add new text options to the picklist if needed.
1. Select the category
A. Click on "New Option" for a shortcut to add new text options to the picklist if needed.
1. Select the category
2. Click on the text
3. Click Insert
3. Click Insert
Managing the Pick List: Where to go?
1. Users will be able to manage their picklist under Documentation-> Manage Note Detail Choices
Creating Picklist Options
1. Select the Patient Type->Document Type ->Section->Field->Category.
2. Click on Edit to update an existing option or click on New to add a option
Adding or Editing an Option
A. Adding a tag to the text box will pre-populate the corresponding patient information.
1. Type in the desired text
2. Click Save
Setting up a Pick List for individual Users: My List
*Super Users will have access to all user's picklist options
1. Check mark "My List"
2. Click New
2. Click New
1. Assign a User
Therapist Notes: Accessing "My List" Picklist
1. Click on the pen/paper icon
2. Check mark "My List" to display individual pick list options
2. Check mark "My List" to display individual pick list options
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